Track expenses by connecting bank accounts and credit cards. Auto-categorize transactions to identify spending patterns. View daily spending breakdowns, recurring charges, and transaction history. Set budgets and monitor progress over time.
Track net worth for alternative investments like precious metals and cryptocurrencies. Record transactions, calculate gains and losses. Input asset quantities to start tracking from any date.
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.
